WISDOMTREE TR (XC): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (XC)

29 + Investors. Track Smart Money conviction in XC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XC

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added XC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

29 hedge funds hold XC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 72% buying

18 buying7 selling

Last quarter: 18 funds were net buyers (3 opened a brand new position + 15 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 7 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 28% entered in last year

■ 21% conviction (2yr+) ■ 52% medium ■ 28% new

Only 6 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

3 → 7 → 7 → 3 → 3 new funds/Q

New funds entering each quarter: 7 → 7 → 3 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 28% veterans, 41% new entrants

■ 28% veterans ■ 31% 1-2yr ■ 41% new

Of 29 current holders: 8 (28%) held 2+ years, 9 held 1–2 years, 12 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

4 of 29 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	29	28	3.57%
13F Shares	2M	2M	7.35%
Total Value	$74M	$73M	1.0%
New Positions	3	3	-
Increased Positions	15	11	+4
Closed Positions	2	2	-
Reduced Positions	5	7	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

3.57%

13F Shares

7.35%

Total Value

$74M

$73M

1.0%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XC. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of XC — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sterling Manor Financial, LLC	4.10%	209,878	$6.5M
2	tru Independence LLC	3.17%	205,292	$6.4M
3	Noble Wealth Management PBC	1.87%	119,064	$3.7M
4	OARSMAN CAPITAL, INC.	1.37%	354,790	$11.1M
5	Legacy Financial Advisors, Inc.	0.14%	32,942	$1.0M
6	Balance Wealth, LLC	0.07%	7,098	$221K
7	Dynamic Advisor Solutions LLC	0.03%	29,071	$907K
8	Kestra Advisory Services, LLC	0.00%	23,638	$737K
9	Cambridge Investment Research Advisors, Inc.	0.00%	34,365	$1K
10	Private Advisor Group, LLC	0.00%	9,737	$304K
11	Farther Finance Advisors, LLC	0.00%	3,415	$107K
12	GHP Investment Advisors, Inc.	0.00%	637	$20K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WISDOMTREE TR (XC)

What does the Smart Money Trend signal show for XC?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added XC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XC?

More buyers than sellers — 72% buying: Last quarter: 18 funds were net buyers (3 opened a brand new position + 15 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XC holders?

Smaller funds dominant — 6% AUM from top-100: 4 of 29 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XC?

Mostly new holders — 28% entered in last year: Only 6 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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WISDOMTREE TR (XC)

Smart Money Signals — XC

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +32% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~3 new funds per quarter

Mostly new holders — 28% entered in last year

Saturation — most institutions already know this story

Mixed cohorts — 28% veterans, 41% new entrants

Smaller funds dominant — 6% AUM from top-100

Hedge Fund Ownership: XC

Market Analysis: XC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XC

Hedge Fund Positioning: XC

Statistics: XC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (XC)

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